Company Description

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Role Description

This is a full-time on-site role located in New Delhi for a Wealth Management Advisor. The individual will provide personalized wealth management services, formulate and execute financial plans, assist clients with retirement planning, and manage investments. The role involves building strong relationships with clients, analyzing their financial goals, and offering tailored solutions to help them achieve financial security. Advisors will stay informed about market trends, conduct risk assessments, and continually review portfolio performance to ensure alignment with clients' objectives.

Qualifications

Comprehensive knowledge and expertise in Financial Planning and Retirement Planning
Strong understanding of Investments and Wealth Management Services
Background in Finance and the ability to analyze financial data
Exceptional interpersonal and communication skills for building client relationships
Problem-solving skills and attention to detail for creating and managing financial strategies
Relevant certifications (e.g., CFP, CFA, or similar qualifications) are a plus
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Proven experience in wealth management or financial advisory roles

Wealth Management Advisor

M S wealth

Job Description

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